EdWealth: Your Money Person
Cash & Wealth Manager
Free · In‑App Purchases · Designed for iPad. Not verified for macOS.
Finally, a money person on your side.
Ed sees what's at risk, where you can grow, and what is worth looking at next, across cash, investing, RSU, runway, and the years ahead. You don't have to become a finance nerd.
HOW ED WORKS
1. Connect your accounts through Plaid. Ed reads your real money, across as many accounts as you have.
2. Take the Money Diagnosis, a two-minute checkup. Ed surfaces the three decisions worth your attention.
3. Set the goals that matter. Ed helps you shape the plan and tracks progress.
4. Each morning, Brief brings five things worth your attention, tuned to your assets and what you care about.
YOUR FINANCIAL FITNESS, IN ONE SCORE
Ed scores three parts of your money — Control (your cash flow), Safety (your cushion), and Growth (whether your money's building) — into one number. You see it from day one, and you watch it move in Goal and My.
WHAT ED DOES
• Plan — your Financial Fitness score, its history, and what is worth looking at next
• Goal — set the goals that matter and shape the plan with Ed
• Brief — five things worth your attention, every morning
• Money Diagnosis — the two-minute entry checkup, redo it anytime
• Desk — a calmer place to follow what Ed is watching for you
• Memory — Ed remembers context across sessions, so nothing gets asked twice
Ed is not another budgeting app, brokerage, or generic chatbot. Ed is not a stock-tip service either: it reads your investments as part of your whole money picture, and the decisions stay yours. Ed doesn't promise returns or fabricate data.
Precise about your money. Blind to your identity. See our Privacy Policy for details.
Try Ed Complete free for 7 days. Cancel anytime.
Built for the person who's been carrying complexity alone.
Money at peace. Wealth in motion.
Ed does not provide personalized investment, tax, or legal advice and is not a registered investment advisor. Past performance does not guarantee future results.
Terms of Use (EULA): https://www.edwealth.ai/terms_of_service.html
Privacy Policy: https://www.edwealth.ai/privacy_policy.html
more Ed now keeps what you share with him — and you stay in control. Update now!
- My vault: See every file and photo you've shared with Ed in Settings > My vault. Preview it or delete it
anytime.
- Smarter chat: Answers show key figures and buttons that open the right page. Connect an account or upload a
statement from the + menu.
0.2.12 2d ago
Are your funds quietly buying the same stocks? Find out, invite friends for free Ed Complete, and redeem partner gift codes. Update now!
- ETF Overlap Analysis: Connect your accounts or upload a holdings screenshot. Ed shows how much your funds overlap, which stocks repeat, and your stock, bond and cash mix.
- Invite Friends: When a friend signs up and gets their Financial Fitness Score, you get 1 week of Ed Complete free.
- Gift Codes: Redeem partner codes in Subscriptions > Current Plan.
0.2.11 3d ago
• Made a meme card with Ed Roast? Open the app and Ed picks up right where your card left off. Connect your
investment account for a real health check.
• No account link? Send Ed a holdings screenshot, a statement PDF or a CSV export, and Ed will make sense of
it.
• Ask Ed anything about your money and get answers built around your own portfolio.
• Stability and performance improvements for a smoother experience.
0.2.9 Oct 4
- Faster loading: the Daily Market Summary and pages opened from notifications now open much faster.
- Theme ranking packs: get a free ranking for themes like US Nuclear, Data Centers, AI Photonics and HK
Robotics, with every stock rated by Ed. Connect your brokerage (read-only) to see where your holdings stand.
- Your Roast card, now animated: played the Roast game? Open your card in the app, connect your account, and Ed
runs a real portfolio check.
- Bug fixes and stability improvements.
0.2.8 Sep 30
- Ed now works your goals for you. When Ed spots something that matters to one of your goals, like a
better savings rate, it shows up in your daily brief, tied to the exact step of your plan it affects.
- See the whole plan before you commit. Open any pending goal in My goals to see every step and
everything Ed has already tracked for it. Activate it and Ed takes it from there: it plans each step,
watches what changes, and tells you the moment there's something to do.
- From a generic plan to yours in one minute. Goals that aren't set up yet start with a first-draft
plan. A one-minute chat with Ed rebuilds it on your real numbers.
- Sharper answers in Ask Ed. When a question needs your real balances or holdings, Ed tells you
exactly which account to connect, investment or banking, so the next answer is built on your numbers
instead of estimates.
- Polish and fixes. Cleaner reading layout, better translations, and stability improvements.
0.2.7 Sep 25
- 90 seconds, 9 quick questions, and you get your role's AI coverage
- See where you sit against roles like yours in the same line
- Then a money plan sized to your numbers
0.2.6 Sep 23
- Connect a brokerage, bank, or wallet, and Ed puts together personalized financial insights for you —
idle cash, subscription spending, and portfolio structure at a glance, refreshed every two weeks.
- Want Ed to keep an eye on something? Just say the word — you'll be the first to know when anything
changes.
- Onboarding upgrade: type in exact amounts for a financial checkup that truly reflects you.
0.2.5 Sep 19
• Ed's Daily Report — see what moved today among the things Ed watches for you, in one pass.
• Daily Market Summary — a market recap every morning, tailored to your holdings once you connect an
account.
• Fuller detail pages — what happened, and what it means for you. Ask Ed, or track it in one tap.
• News tied to what you hold and follow.
• New investment theme rankings.
• Optional notifications — Ed speaks up only when something changes.
• Visual polish, more languages, stability fixes.
0.2.4 Sep 10
Your money now has a score of its own.
Financial Fitness reads three parts of your money into one number:
• Control — your monthly cash flow
• Safety — your cushion if a shock hits
• Growth — whether your money is building
It's not a grade to pass or fail. It's a read that moves as you do. You'll see it from your first checkup, then watch it shift in Goal and My, where Ed shows you what's pulling it down and what's worth looking at next.
0.2.3 Aug 31
Your money now has a score of its own.
Financial Fitness reads three parts of your money into one number:
• Control — your monthly cash flow
• Safety — your cushion if a shock hits
• Growth — whether your money is building
It's not a grade to pass or fail. It's a read that moves as you do. You'll see it from your first checkup, then watch it shift in Goal and My, where Ed shows you what's pulling it down and what's worth looking at next.
0.2.2 Aug 26
Your money now has a score of its own.
Financial Fitness reads three parts of your money into one number:
• Control — your monthly cash flow
• Safety — your cushion if a shock hits
• Growth — whether your money is building
It's not a grade to pass or fail. It's a read that moves as you do. You'll see it from your first checkup, then watch it shift in Goal and My, where Ed shows you what's pulling it down and what's worth looking at next.
0.2.1 Aug 23
Your money now has a score of its own.
Financial Fitness reads three parts of your money into one number:
• Control — your monthly cash flow
• Safety — your cushion if a shock hits
• Growth — whether your money is building
It's not a grade to pass or fail. It's a read that moves as you do. You'll see it from your first checkup, then watch it shift in Goal and My, where Ed shows you what's pulling it down and what's worth looking at next.
0.2.0 Aug 11
Meet Ed — your money person.
This update brings everything Ed needs to be your money person:
• Plan — your financial health check, across 4 dimensions. See where you stand. Track progress. Get the next move. Past checkups stay accessible.
• Goal — create the goals that matter. Ed builds the plan. Watch progress unfold.
• Brief — each morning, 5 things worth your attention. Tuned to your assets and what you care about.
• A new onboarding — Ed gets to know your money first, then walks you through diagnosis, goals, and what to watch.
• Ed Complete — one membership unlocks everything Ed does.
• Plaid — connect your real accounts. Ed reads your actual money, not a manual form.
Free Money Diagnosis included. No card required.
0.0.20 Jul 10
Meet Ed — your money person.
This update brings everything Ed needs to be your money person:
• Plan — your financial health check, across 4 dimensions. See where you stand. Track progress. Get the next move. Past checkups stay accessible.
• Goal — create the goals that matter. Ed builds the plan. Watch progress unfold.
• Brief — each morning, 5 things worth your attention. Tuned to your assets and what you care about.
• A new onboarding — Ed gets to know your money first, then walks you through diagnosis, goals, and what to watch.
• Ed Complete — one membership unlocks everything Ed does.
• Plaid — connect your real accounts. Ed reads your actual money, not a manual form.
Free Money Diagnosis included. No card required.
0.0.19 Jun 24
1. Desk: a new place to follow the updates Ed is watching for you.
2. Full-screen reports: understand what changed, why it matters, and what to look at next.
3. Notifications: stay closer to important updates without having to check manually.
4. Navigation: a clearer app structure for ongoing money work.
0.0.18 Jun 10
1. Cleaner chat: removed the extra reasoning step so Ed replies faster.
2. Voice input: tap the mic and ask Ed anything.
3. Inline charts in chat: see the move without leaving the conversation.
4. Search: clearer layout, easier to scan.
5. Ed's Picks: now fully personalized to you.
0.0.17 Jun 1
1. Cleaner chat: removed the extra reasoning step so Ed replies faster.
2. Voice input: tap the mic and ask Ed anything.
3. Inline charts in chat: see the move without leaving the conversation.
4. Search: clearer layout, easier to scan.
5. Ed's Picks: now fully personalized to you.
0.0.16 May 25
1. Meet Ed: Ed's not just an engine; he's your partner. Ed now remembers your conversations and organizes your investment needs into Actionable Tasks.
2. Notification Task Center: All your personalized watches (Stocks, ETFs) are now organized in the new Notification button. Ed works while you sleep.
3. Enhanced Alpha Picks: High-conviction signals now feature refined "Macro-to-Stock" logic chains for better transparency.
4. Full Market Coverage: Optimized real-time data for US/HK Stocks and ETFs.
0.0.15 May 13
1. Meet Ed: Ed s not just an engine; he’s your partner. Ed now remembers your conversations and organizes your investment needs into Actionable Tasks.
2. Notification Task Center: All your personalized watches (Stocks, ETFs, Crypto) are now organized in the new Notification button. Ed works while you sleep.
3. Enhanced Alpha Picks: High-conviction signals now feature refined "Macro-to-Stock" logic chains for better transparency.
4. Full Market Coverage: Optimized real-time data for US/HK Stocks, ETFs, and Digital Assets.
0.0.14 May 1
1. Meet Ed: Ed s not just an engine; he’s your partner. Ed now remembers your conversations and organizes your investment needs into Actionable Tasks.
2. Notification Task Center: All your personalized watches (Stocks, ETFs, Crypto) are now organized in the new Notification button. Ed works while you sleep.
3. Enhanced Alpha Picks: High-conviction signals now feature refined "Macro-to-Stock" logic chains for better transparency.
4. Full Market Coverage: Optimized real-time data for US/HK Stocks, ETFs, and Digital Assets.
0.0.13 Apr 24
Stock Picks, Now Matched to You
• Picks That Fit: Ed now matches stock picks to your risk style and investment approach — not one-size-fits-all lists.
• Full Logic Chain: Every pick comes with a complete macro-to-ticker breakdown. Know the "why" before you act.
• Real-Time Entry/Exit: Instant alerts with entry prices and stop-loss levels for every pick.
• Cross-Verified Quality: Every pick is vetted across multiple dimensions before it reaches you.
0.0.12 Apr 20
Stock Picks, Now Matched to You
• Picks That Fit: Ed now matches stock picks to your risk style and investment approach — not one-size-fits-all lists.
• Full Logic Chain: Every pick comes with a complete macro-to-ticker breakdown. Know the "why" before you act.
• Real-Time Entry/Exit: Instant alerts with entry prices and stop-loss levels for every pick.
• Cross-Verified Quality: Every pick is vetted across multiple dimensions before it reaches you.
0.0.11 Apr 10
Stock Picks, Now Matched to You
• Picks That Fit: Ed now matches stock picks to your risk style and investment approach — not one-size-fits-all lists.
• Full Logic Chain: Every pick comes with a complete macro-to-ticker breakdown. Know the "why" before you act.
• Real-Time Entry/Exit: Instant alerts with entry prices and stop-loss levels for every pick.
• Cross-Verified Quality: Every pick is vetted across multiple dimensions before it reaches you.
0.0.10 Apr 10
Enhance the overall user experience.
0.0.9 Mar 30
Email Login Now Available: Sign in faster for a seamless experience.
0.0.8 Mar 19
Ed now keeps what you share with him — and you stay in control. Update now!
- My vault: See every file and photo you've shared with Ed in Settings > My vault. Preview it or delete it
anytime.
- Smarter chat: Answers show key figures and buttons that open the right page. Connect an account or upload a
statement from the + menu.
more Version 0.2.12 2d ago
Data Used to Track You The following data may be used to track you across apps and websites owned by other companies:
Data Not Linked to You The following data may be collected but it is not linked to your identity:
